Financial Planning

Recognised by the FT Adviser as one of the Top 5 firms in the UK for Financial Planning, our unbiased approach sets us apart from other financial planning firms.

Financial planning is a long-term approach to managing your finances which helps you achieve your goals and ambitions whilst at the same time giving you peace of mind and providing security in times of uncertainty.

We help you put your financial plans in place. Our experts identify personal and business objectives and build a bespoke plan to help you achieve these. Your financial plans reflect your circumstances and as we build our relationship with you we can advise and amend these plans to meet your needs. 

We advise on all aspects of financial planning:

  • Financial health checks
  • Investments
  • Pensions
  • Tax planning

We work with:

  • Entrepreneurs
  • Family Business Owners
  • Trustees – Private and Charitable
  • Private Wealth Individuals

Our financial planners take the time to listen to you, to understand your personal and financial goals to then combine personal advice with cutting edge cash flow modelling technology to help you visualise the kind of lifestyle you want and create a financial plan to support it.

These plans set out where you stand now financially and where you could get to in the future. Based on this information, we can take the action required to reach your desired lifestyle goals.

We believe that financial planning is more than just money, it’s about the life you want to lead, your goals and ambitions. We therefore focus on developing a long-term strategy to assist you with achieving your financial life goals. Put simply, we help people like you find the answers to your important financial questions.

We are a team you can trust

Our advisory teams are extremely capable, personable and well qualified. Our financial planners hold the Certified Financial Planner (CFP) status, an internationally recognised advanced financial planning qualification and the majority are also Chartered Financial Planners, the premier qualification for financial advice professionals.

If you would like to know more about how we can help you plan for your future, please get in touch below.

Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us:

In writing: The Compliance Officer, Mazars Financial Planning Limited, 45 Church Street, Birmingham, B3 2RT
By Phone: 0121 232 9605
By E-mail: mfp.compliance@mazars.co.uk

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

News & Insights

Articles

Want to know more?

Related pages

Private Client

Private Clients

Whatever your stage of life, career path or goal, our aim is simple – to help you achieve your personal financial ambitions, in a tax efficient and compliant way.

AOS 2 1600 per 500px.jpg

Personal tax

Personal taxation has never been so complicated: increased legislation from HMRC and changing family circumstances such as marriage or divorce, planning for school or university fees, retirement and long term care, mean that staying on top of your financial affairs is more important than ever.

Man signing papers banner 1086x202.jpg

Wealth Management

At Mazars Wealth Management we understand that your investment portfolio must be tailored to your needs. Whether you are targeting an income or long term capital growth, our investment solutions are designed to target the optimal return within your own tolerance to risk.